-
Business
The Santa Claus Rally Phenomenon And Its Origins
The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the…
Read More » -
Business
Mega Backdoor Roth IRA: Supercharging Your Retirement Savings
Ever since I started saving for retirement in 1999, I’ve been a proponent of tax-deferred retirement vehicles like the 401(k)…
Read More » -
Business
Key Factors To Consider Before Changing Health Insurance Plans
Health insurance is one of the most complex and aggravating topics for both consumers and providers in the US. Speak…
Read More » -
Business
Return On Effort (ROE) Is Your Key To Unlocking A Better Life
If you want to optimize your life, it’s essential to understand the concept of Return on Effort (ROE). The higher…
Read More » -
Business
A Net Worth Equal To 25X Expenses Is Not Enough To Retire Early
Being financially independent means having enough passive income to cover your essential or desired living expenses. A common guideline is…
Read More » -
Business
The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen
I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been…
Read More » -
Business
Uncover Your True Investment Risk Profile: It
After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another…
Read More » -
Business
The Power Of Losing: How Setbacks Can Lead To Success
One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting…
Read More » -
Business
2025 401(k) Contribution Limits: Bigger Savings, Better Retirement
The 401(k) contribution limit for employees in 2025 has increased to $23,500, up from $23,000 in 2024. The employer contribution…
Read More » -
Business
Financial Planning Through Changing Presidencies: My Journey
With Donald Trump set to become the 47th President of the United States, it’s natural to wonder what this new…
Read More »